Formitize
Smart Forms & Job Management.
Overview
Formitize is a comprehensive business management solution that helps companies go paperless and streamline their operations. Its core features include a powerful smart forms builder, job management and scheduling, a customer relationship manager (CRM), and tools for quoting and invoicing. It is designed to be an end-to-end solution for field service and professional services businesses, including building inspectors.
✨ Key Features
- Smart forms with advanced logic
- Job management and scheduling
- CRM and client database
- Quoting and invoicing
- Online webforms for agreements
- Document management
- Health & Safety compliance modules
🎯 Key Differentiators
- All-in-one platform approach (forms, jobs, CRM, finance).
- Powerful and highly customizable form builder.
- Australian-based with a global presence.
Unique Value: Formitize provides a single, integrated platform to manage an entire service business, from the first customer contact to the final invoice, eliminating the need for multiple disconnected software tools.
🎯 Use Cases (5)
✅ Best For
- Replacing all paper-based forms and processes within a business.
- Managing the entire workflow from lead to invoice in a single platform.
- Creating complex, logic-based forms for detailed data collection.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who only need a very simple checklist or inspection app.
- Businesses that do not require job management or CRM features.
🏆 Alternatives
While competitors like Jobber focus heavily on job scheduling and CRM, Formitize's core strength is its incredibly powerful smart forms engine, making it a better fit for businesses with complex data collection and reporting needs, such as building inspectors.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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